Memberships:
Certifications:
Contact Broker
111 Pine Street, Suite 1420
San Francisco, California 94111
(View Map)
About the Company
Business Team, a unit of BTI Group, is the largest independent business brokerage firm in the Western United States specializing in arranging the purchase and sale of privately owned companies. During our third of a century of existence, we have developed both an unmatched depth of experience (an aggregate of several hundred years!) and a vast network of individual, corporate, and investment group buyers.
Why Choose Business Team:
* Complete confidentiality
* Over 70 full-time associates
* Willingness to cooperate with other brokers to expand the buyer pool
* Full marketing services
* No upfront fees
* Over 40 years of experience with more than 7,000 businesses sold
Broker Biography
Introduction
As a Certified Business Broker (CBB), Lloyd brings over 20 years of experience in finance and marketing to his business brokerage clients. As a Chartered Financial Analyst (CFA), he developed expertise in the investment analysis and decision-making process while managing a portfolio of investments for pension funds and high-net-worth individuals. During this time, he was involved in formulating the exit planning strategy and funding numerous privately held small and mid-market companies.
Lloyd went on to establish a digital marketing agency that focused on growing revenue for local businesses. He’s founded, acquired, and sold several companies as an owner or partner in the insurance, finance, marketing, tech, and laundromat industries.
Lloyd’s unique background combining finance, marketing, and entrepreneurship along with his sales, negotiation, process development, and communication skills allow him to navigate and manage the business brokerage process for the benefit of his clients.
Services Provided
Lloyd helps entrepreneurs sell, build, and buy businesses by providing the following services:
* Seller Representation
* Buyer Representation
* Value Builder Bootcamp
* Opinion of Value & Business Appraisals
Areas Served
Licensed In
- California — License number 02185607
Professional Affiliations
Lloyd is a member of the California Association of Business Brokers and the International Business Brokers Association, and the CFA Institute.
He is a Chartered Financial Analyst (CFA), Certified Business Broker (CBB) and a Certified Value Builder.
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